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Focused Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Focused Wealth Management’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1
Closed – – 981
2021
Q2 		$0 Hold
1
– – ﹤0.01% 921
2021
Q1 		$0 Hold
1
– – ﹤0.01% 898
2020
Q4 		$0 Hold
1
– – ﹤0.01% 809
2020
Q3 		$0 Hold
1
– – ﹤0.01% 769
2020
Q2 		$0 Buy
+1
New +$70 ﹤0.01% 750
2019
Q4 		– Sell
-54
Closed -$4K – 705
2019
Q3 		$4K Hold
54
– – ﹤0.01% 582
2019
Q2 		$4K Buy
54
+1
+2% +$73 ﹤0.01% 610
2019
Q1 		$4K Hold
53
– – ﹤0.01% 562
2018
Q4 		$3K Hold
53
– – ﹤0.01% 572
2018
Q3 		$4K Buy
53
+2
+4% +$146 ﹤0.01% 533
2018
Q2 		$4K Buy
51
+18
+55% +$1.31K ﹤0.01% 524
2018
Q1 		$2K Buy
33
+12
+57% +$884 ﹤0.01% 613
2017
Q4 		$2K Buy
+21
New +$1.49K ﹤0.01% 605

Other funds holding ACWI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CA
Capitolis Advisors New York $1.41B AUM 17.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GM
Granger Management New York $323M AUM 22.35% 1-Year Est. Return

Focused Wealth Management's ACWI Position: Q3 2021 in Review

Focused Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2021, closing a stake of 1 share.

Focused Wealth Management first reported a position in ACWI in Q4 2017 and held it in 13 quarters. The position peaked at $4K in Q3 2019. 510 funds tracked by Wall St. Rank hold ACWI as of Q3 2021.

  • Focused Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 1 iShares MSCI ACWI ETF share in Q3 2021.
  • Focused Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2017 and held it in 13 quarters.
  • Focused Wealth Management's iShares MSCI ACWI ETF position peaked at $4K in Q3 2019.
  • 510 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.